According to the research report released by strategy analytics, the tablet application processor (AP) market will resume growth in 2020 after five consecutive years of declining shipment. In 2020, COVID-19 drove the trend of remote work and learning, and promoted the strong demand of tablet computer application processors. In 2020, the market revenue of tablet application processor increased by 36% year-on-year to reach US $2.6 billion; meanwhile, the shipment volume increased by 26% year-on-year.
In 2020, apple, Intel, Qualcomm, MediaTek and Samsung LSI will occupy the top five revenue shares of tablet application processors. Apple maintained its leading position in the tablet application processor market with 48% revenue share, followed by Intel (16%) and Qualcomm (14%).
Strategy analytics analysts predict that arm based tablet application processors will account for 89% of the total tablet application processor shipments in 2020. Apple Mac's M1, Qualcomm's acquisition of nuvia and NVIDIA's proposed acquisition of arm all indicate that the mobile computing market is increasingly interested in the arm ecosystem. It is expected that the battle of mobile computing CPU will bring more competition and innovation to the market in the next two years.
In 2020, the tablet application processor market has achieved the highest revenue and shipment volume in six years. All leading tablet application processor suppliers, including apple, Intel, Qualcomm, MediaTek and Samsung LSI, saw significant growth in their shipments. Strategy analytics predicts that this growth trend will continue until 2021, driven by the demand for distance work and learning.